Wills and Trusts

It is our view that long-term care planning and estate planning can work together for the protection of family assets.  A legal will can appoint an executor of your estate, arrange charitable bequests, arrange custody of your minor children, and ensure your wishes are respected in distributing your property.

A testamentary trust is created within a will which takes effect after the death of the grantor.  The appointed trustee will follow the deceased’s wishes in administering the trust to its beneficiaries.  Testamentary trusts are also known as a credit shelter trust, marital deduction trust, or A-B trust.